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Rethinking Investment Policy Statements

Investment Policy Statements for the Current Environment

Tony’s latest research paper advocates an "enabling" approach to investment policy statements and recasts fundamental concepts of time horizon, spending policy, asset allocation and risk metrics, to empower policy makers and investment managers to respond proactively and efficiently to fast-paced, dynamic markets.

Key takeaways:

  • A greater level of analytics is needed in many investment policy statements
  • Policy statements can’t be vague, qualitative or have a 40,000 foot view
  • Organizations can no longer have a status quo investment policy statement – they must do things differently

Investment Policy Statements for the Current Environment (pdf)

To access a replay to our recent webcast, Rethinking investment policy statements for the current environment, click here.


Questions
For further information contact your J.P. Morgan representative or email:
jpmam.info@jpmorgan.com
 
 

Anthony D. Werley

Chief Strategist, Endowments &
Foundations Group

 
 
 
 

 
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